Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/14 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 92
- 較 2023 年第 4 季 −1
- 總值
- $2.54 億
- 較 2023 年第 4 季 −$3,537 萬 (−12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 389,255 | $4,287 萬 | 16.9% | −23,830−5.8% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 124,346 | $3,297 萬 | 13.0% | −25,717−17.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,831 | $1,827 萬 | 7.2% | +508+1.5% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 98,029 | $1,083 萬 | 4.3% | +3,300+3.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 19,260 | $925.8 萬 | 3.6% | +6,926+56.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 196,702 | $772.6 萬 | 3.0% | −2,183−1.1% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 182,879 | $768.3 萬 | 3.0% | +3,240+1.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,410 | $748.3 萬 | 2.9% | −3,400−18.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 166,053 | $693.6 萬 | 2.7% | +12,407+8.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 76,876 | $646.5 萬 | 2.5% | +5,820+8.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 30,415 | $625.7 萬 | 2.5% | +175+0.6% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 142,874 | $586.9 萬 | 2.3% | −29,672−17.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,110 | $576.7 萬 | 2.3% | +160+0.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,898 | $573.4 萬 | 2.3% | +2,424+23.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 108,532 | $550.7 萬 | 2.2% | −14,858−12.0% | 減碼 | – |
| CARTMaplebear Inc. | COM | 105,041 | $391.7 萬 | 1.5% | +105,041 | 新進 | 歷史 |
| RBLXRoblox Corp | Stock | 86,290 | $329.5 萬 | 1.3% | +86,290 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,691 | $282.1 萬 | 1.1% | +3,212+20.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,258 | $278.8 萬 | 1.1% | −721−4.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,470 | $272.2 萬 | 1.1% | −843−11.5% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23,963 | $240.9 萬 | 0.9% | −4,213−15.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 18,515 | $232.6 萬 | 0.9% | −3,461−15.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 58,674 | $225.7 萬 | 0.9% | −3,504−5.6% | 減碼 | – |
| RTXRTX Corp | Stock | 23,032 | $224.6 萬 | 0.9% | +1,977+9.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,271 | $223.6 萬 | 0.9% | +9,025+97.6% | 加碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 36,572 | $213.3 萬 | 0.8% | −91,960−71.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,951 | $208.2 萬 | 0.8% | −464−8.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,162 | $195.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 37,645 | $188.9 萬 | 0.7% | +26,310+232.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 23,643 | $188.8 萬 | 0.7% | +8,455+55.7% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 13,020 | $168.4 萬 | 0.7% | −877−6.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 17,607 | $154.7 萬 | 0.6% | +3,676+26.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $133.1 萬 | 0.5% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 4,479 | $127.3 萬 | 0.5% | −27−0.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,335 | $122.5 萬 | 0.5% | −427−9.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 23,879 | $118.6 萬 | 0.5% | −837−3.4% | 減碼 | – |
| VVisa Inc. | Stock | 4,219 | $117.7 萬 | 0.5% | −433−9.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,006 | $115.3 萬 | 0.5% | −1,427−32.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,636 | $106.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 10,927 | $103.1 萬 | 0.4% | +815+8.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 43,221 | $99.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,553 | $87.8 萬 | 0.3% | −180−3.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 14,487 | $87.5 萬 | 0.3% | −882−5.7% | 減碼依 3 比 1 拆股換算 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,841 | $82.8 萬 | 0.3% | +244+1.5% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 5,462 | $82.1 萬 | 0.3% | +1,505+38.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,217 | $81.3 萬 | 0.3% | +210+4.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 5,260 | $80.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,792 | $79.7 萬 | 0.3% | +3,792 | 新進 | – |
| PEPPepsiCo Inc | Stock | 4,367 | $77.0 萬 | 0.3% | +1,365+45.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,339 | $76.2 萬 | 0.3% | +491+6.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,431 | $72.2 萬 | 0.3% | −1,003−41.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,676 | $68.6 萬 | 0.3% | −1,312−8.8% | 減碼 | – |
| ACNAccenture plc | Stock | 1,940 | $67.2 萬 | 0.3% | −1,259−39.4% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 11,663 | $67.1 萬 | 0.3% | +2,356+25.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 13,122 | $65.5 萬 | 0.3% | −728−5.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 6,174 | $65.5 萬 | 0.3% | +3,585+138.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,380 | $61.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,329 | $60.5 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 3,596 | $58.3 萬 | 0.2% | −308−7.9% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,529 | $54.5 萬 | 0.2% | +78+3.2% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,662 | $51.1 萬 | 0.2% | +49+0.7% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,852 | $50.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,942 | $47.8 萬 | 0.2% | +928+18.5% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,080 | $47.8 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 11,249 | $43.9 萬 | 0.2% | −720−6.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $43.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,340 | $42.7 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 574 | $42.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,040 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,580 | $39.1 萬 | 0.2% | −112−6.6% | 減碼 | 歷史 |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 601 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 10,539 | $34.7 萬 | 0.1% | +19+0.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,654 | $34.4 萬 | 0.1% | +306+22.7% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,056 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,790 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,115 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 7,300 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 644 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 12,996 | $26.6 萬 | 0.1% | +618+5.0% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,805 | $25.6 萬 | 0.1% | +3,805 | 新進 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 10,792 | $24.6 萬 | 0.1% | +241+2.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 3,855 | $23.8 萬 | 0.1% | −78−2.0% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,821 | $23.3 萬 | 0.1% | −2,409−38.7% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,560 | $23.0 萬 | 0.1% | +2,560 | 新進 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 3,412 | $21.6 萬 | 0.1% | +3,412 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,782 | $21.3 萬 | 0.1% | +14+0.5% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 2,919 | $21.1 萬 | 0.1% | −238−7.5% | 減碼 | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 30,970 | $7.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $2.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VAXXVaxxinity, Inc. | COM CL A | 14,178 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（7 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AFRMAffirm Holdings, Inc. | COM CL A | 1,096,587 | $5,389 萬 | 18.6% | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 127,160 | $608.7 萬 | 2.1% | – |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 833,802 | $140.9 萬 | 0.5% | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 7,857 | $32.0 萬 | 0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 513 | $24.8 萬 | 0.1% | – |
| IFFInternational Flavors & Fragrances Inc | COM | 2,659 | $21.7 萬 | 0.1% | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,748 | $20.7 萬 | 0.1% | – |